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Why Flat Fees Matter
At LeClair, we don't charge based on how much money you have.
We charge based on the value we provide.
We believe successful families and business owners deserve advice that's independent, objective, and free of hidden incentives. That's why our compensation is clear, consistent, and not tied to how your portfolio moves or what products you use.
We are fiduciaries and we've structured our fee model to reflect it.
We charge based on the value we provide.
We believe successful families and business owners deserve advice that's independent, objective, and free of hidden incentives. That's why our compensation is clear, consistent, and not tied to how your portfolio moves or what products you use.
We are fiduciaries and we've structured our fee model to reflect it.
What You Can Expect
Our flat annual fee covers everything you need to align your wealth with your vision:
- A comprehensive, values-driven wealth strategy
- Tax mitigation and estate planning coordination
- Access to exclusive private investment opportunities
- Integration with your legal, tax, and business advisors
- Ongoing adjustments as your life and business evolve
No product sales. No hidden percentages. Just objective advice and complete alignment.
How Our Engagement Works
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Discovery Meeting
We get to know who you are, how you built your success, and what you want your wealth to do for your family, your business, and your future.
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Initial Wealth Plan
We deliver a strategic plan that reflects your values, priorities, and risks. It’s a chance for you to see how we think before you commit to working together.
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Commitment & Advisory Relationship
If there’s mutual fit, we enter into a flat-fee relationship. From there, we deliver the full Advanced Planning Roadmap, built across four areas:
- Wealth Enhancement
- Wealth Transfer
- Wealth Protection
- Charitable Giving & Tax Mitigation
You receive proactive updates, coordinated advice, and access to our team whenever you need it.
Fee Structure
We charge an annual flat fee, billed quarterly, based on the complexity of your planning needs–not your asset level.
High Net-Worth
$25,000 – $50,000/year
Typical Range*
Business Owners & Entrepreneurs
$35,000 – $75,000/year
Typical Range*
Family Offices & Complex Planning
Custom engagement
Typical Range*
*Final fee is determined after your initial Wealth Plan and is always agreed upon in writing–before any work begins.
How We’re Different From Traditional Advisors
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- Compensation Model
- Fiduciary Standard
- Investment Products
- Tax & Estate Planning
- Private Investments
LeClair Wealth Partners
- Flat Annual Fee
- Yes, Always
- No commissions or conflicts
- Fully integrated
- Direct access (for qualified clients)
Traditional Advisors
- % of Assets (AUM-based)
- Not always
- May receive revenue-sharing
- Often referred out or fragmented
- Limited or unavailable
Ready for a Better
Wealth Experience?
Let’s talk about what matters most to you and how we can help you align your wealth with your values, family, and legacy.